Harry Kwan

A personalized approach to managing wealth

Managing wealth with an eye toward the future demands vigilance and skill in today’s global economy. Over the years, I’ve worked with clients and their other professional advisors – including attorneys and accountants – to create comprehensive wealth management plans designed to make the best use of their wealth today and help ensure its endurance for future generations. And I’ll do the same for you. I can offer you an array of personalized services, support and guidance that can help make a positive difference in the pursuit of your financial goals.

A personalized approach to managing wealth

Managing wealth with an eye toward the future demands vigilance and skill in today’s global economy. Over the years, we’ve worked with clients and their other professional advisors – including legal advisers and accountants – to create comprehensive wealth management plans designed to make the best use of their wealth today and help ensure its endurance for future generations. And we’ll do the same for you.

We can offer you an array of personalized services, support and guidance that can help make a positive difference in the pursuit of your financial goals.

Nurturing wealth so you can live a longer, better life.
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Unique solutions for business owners and entrepreneurs.
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A pragmatic approach to wealth management
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Helping you manage your financial success
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Helping physicians address their unique needs
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Trusted and comprehensive guidance to support your needs and corporate mission
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You are the centre of our attention

Your important financial affairs should only be left to those with not only proven expertise but also the ability to apply it effectively in pursuit of your goals and objectives.

Thoughtful advice craftedjust for you

Collaboration reveals your needs, wants and wishes

Your goals become ours

If you want to be happy, set a goal that commands your thoughts, liberates your energy and inspires your hopes.
Andrew Carnegie
Sophisticated wealth management